Insurance & Customer Care Specialist

Tyler Wurtz - State Farm Agent; Menasha (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Tyler Wurtz - State Farm Agent in Menasha, WI seeks an enthusiastic team member to support customer service and daily operations. You will help clients with products, claims navigation, and personalized plans.

The role emphasizes building relationships, maintaining records, and contributing to community outreach with a flexible schedule and advancement opportunities.

Qualifications

• Must have or be able to obtain state insurance licenses.
• Experience in customer service or business support preferred.
• Strong written and verbal communication.

Responsibilities

• Understand customer needs and provide product information.
• Develop relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation and scheduling.
• Assist in marketing efforts to promote awareness within the community.
• Maintain accurate records for a consistent customer experience.
• Collaborate with the team to achieve office objectives.

Skills

Communication

Organizational skills

Customer service

Education

Insurance license

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

About our Agency:
I opened my agency in 2012 and currently lead a growing team of two. Before becoming an agent with State Farm, I worked in banking and later as a team member for a State Farm agent. That experience gave me a strong foundation in both customer service and the day-to-day operations of a successful agency.

I’m a graduate of University of Wisconsin, Green Bay. I’m married with three kids, and much of my time outside the office is spent traveling to their sporting events. I also enjoy golfing and hunting whenever I get the chance. I stay connected to the community by sponsoring a local baseball team and supporting youth athletics. Being involved locally is an important part of what we do.

Our agency offers PTO, training and development opportunities, and a strong focus on work-life balance. I believe in creating an environment where my team feels supported and set up for long-term success.

Our culture is built around accountability, strong communication, and self-motivation. I’m looking for someone who is great with customers and can confidently handle both everyday conversations and more challenging situations. The right person will have a strong internal drive and take initiative without needing constant direction. If you’re someone who is motivated, personable, and ready to take ownership of your role while growing your career, this could be a great fit for you.

Location Address: Menasha, WI 54952

At Tyler Wurtz - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

Responsibilities:

• Communicate with customers to understand their needs and provide available product information.
• Assist in developing relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up activities.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Qualifications:

• Effective written and verbal communication skills.
• Strong organizational abilities with attention to detail.
• Comfortable working in a fast-paced environment.
• Prior experience in customer service, business support, or insurance preferred.
• Must possess or be able to obtain necessary state insurance licenses.